Publications

Guide to Managing Your 401(k)

Guide to Managing Your 401(k)This clear, objective guide walks plan participants through building and managing a 401(k) investment portfolio, starting with the initial contribution and fund selection, and moving forward to managing the portfolio over time, rolling over accounts when participants change jobs, and withdrawing funds upon retirement. For those who have just started to participate in a 401(k) plan or have been contributing to a plan for years, the guide serves as an educational companion to your packaged plans.

Contact: Lisette Burgos, or Alexandra Flora

Price: $5.95 for Members / $6.95 for Non-Members

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